We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
826
Sterling Financial Planning
New Jersey
$129K +$113K +4,446 +568%
CAM
827
Costello Asset Management
Pennsylvania
$127K +$47.7K +1,878 +58%
GAM
828
Gemmer Asset Management
California
$126K +$23.8K +936 +22%
SIM
829
Sonora Investment Management
Arizona
$121K +$89.6K +3,525 +255%
BWA
830
BDO Wealth Advisors
Florida
$117K -$6.25K -246 -5%
FMP
831
Financial Management Professionals
Texas
$117K +$1.98K +78 +2%
GT
832
Glenmede Trust
Pennsylvania
$113K – – –
TC
833
Trust Company
Kansas
$105K +$4.88K +192 +5%
TFA
834
Toth Financial Advisory
Virginia
$105K +$67.6K +2,661 +166%
CIR
835
Clear Investment Research
Georgia
$102K +$13.6K +534 +15%
HGWM
836
Harvest Group Wealth Management
Massachusetts
$100K – – –
EWM
837
Evermay Wealth Management
Virginia
$99K – – –
PWMG
838
Prestige Wealth Management Group
New Jersey
$95K -$839 -33 -0.8%
AWM
839
Accel Wealth Management
Iowa
$95K +$17.5K +690 +22%
TWA
840
TCI Wealth Advisors
Arizona
$93K +$76 +3 +0.1%
RTL
841
Red Tortoise LLC
Georgia
$89K +$102K +4,011 New
BA
842
Ballast Advisors
Minnesota
$88K – – –
RP
843
Rice Partnership
Hawaii
$88K +$57.2K +2,250 +170%
SQA
844
Simon Quick Advisors
New Jersey
$84K – – –
ACA
845
Aptus Capital Advisors
Alabama
$80K +$54.9K +2,160 +200%
JWA
846
JFS Wealth Advisors
Pennsylvania
$79K +$57.3K +2,253 +239%
FF
847
FourThought Financial
Florida
$74K -$17.5K -687 -19%
HFS
848
Hantz Financial Services
Michigan
$74K – – –
PIP
849
Peachtree Investment Partners
Florida
$72K -$187K -7,338 -72%
TIM
850
Tortoise Investment Management
New York
$71K – – –
32 33
34
35 36